INVESCO S&P 500 PURE VALUE E (RPV) Institutional Ownership Changes & 13F Activity
INVESCO S&P 500 PURE VALUE E (RPV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Strategic Advocates Llc, Morgan Stanley, Bank Of America Corp, Osaic Holdings, Inc., and Cerity Partners Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Verus Capital Partners, Llc | Sell | -5,456 | -100.0% | 0 | $0.00 | Q1 2026 | Jul 09, 2026 |
| Wells Fargo & Company/Mn | Buy | +13,629 | +13.6% | 114,032 | $12.25M | Q1 2026 | Jul 08, 2026 |
| Rmr Capital Management, Llc | Buy | +2,443 | +20.6% | 14,317 | $1.54M | Q1 2026 | May 20, 2026 |
| Western Wealth Management, Llc | Buy | +78 | — | 78 | $8.34K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Sell | -62,088 | -4.8% | 1,225,959 | $131.66M | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Buy | +15,618 | +47327.3% | 15,651 | $3.07M | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +1,487 | +2.4% | 63,665 | $6.84M | Q1 2026 | May 18, 2026 |
| Strategic Advocates Llc | Sell | -276,008 | -95.8% | 12,152 | $1.31M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +176,077 | +11.0% | 1,772,031 | $190.30M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -32,186 | -39.4% | 49,559 | $5.32M | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Buy | +20,949 | — | 20,949 | $2.25M | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, Llc | Buy | +18,275 | +240.8% | 25,863 | $2.78M | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, Llc | Sell | -12,795 | -23.8% | 40,945 | $4.40M | Q1 2026 | May 15, 2026 |
| Everest Financial Group Llc | Buy | +7,461 | — | 7,461 | $801.28K | Q1 2026 | May 15, 2026 |
| &Partners | Buy | +6,405 | +181.4% | 9,936 | $907.16K | Q1 2026 | May 15, 2026 |
| Fmr Llc | Sell | -5,135 | -5.4% | 89,698 | $9.63M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -4,276 | -10.3% | 37,139 | $3.99M | Q1 2026 | May 15, 2026 |
| Ascent Group, Llc | Buy | +3,932 | — | 3,932 | $422.26K | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +3,127 | +9.0% | 38,050 | $4.09M | Q1 2026 | May 15, 2026 |
| Corient Private Wealth Llc | Buy | +3,054 | +49.8% | 9,191 | $869.66K | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Buy | +2,249 | — | 2,249 | $241.52K | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Buy | +1,934 | +26.3% | 9,298 | $972.73K | Q1 2026 | May 15, 2026 |
| Chilton Investment Co Inc. | Buy | +1,280 | +53.7% | 3,664 | $393.48K | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +550 | +11.6% | 5,311 | $563.95K | Q1 2026 | May 15, 2026 |
| Alphacore Capital Llc | Sell | -300 | -1.3% | 22,675 | $2.44M | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Sell | -267 | -8.8% | 2,752 | $295.52K | Q1 2026 | May 15, 2026 |
| Captrust Financial Advisors | Sell | -171 | -6.7% | 2,373 | $254.85K | Q1 2026 | May 15, 2026 |
| Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. | Sell | -125 | -0.9% | 13,257 | $1.42M | Q1 2026 | May 15, 2026 |
| Us Bancorp \De\ | Buy | +70 | — | 70 | $7.52K | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Sell | -39 | -0.7% | 5,444 | $584.66K | Q1 2026 | May 15, 2026 |
Frequently asked questions about RPV activity
Which institutional owners are buying RPV?
Institutional owners buying RPV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in RPV activity?
"Buy" means an investor increased their reported position in RPV compared to the prior reporting period. This reflects growing exposure to INVESCO S&P 500 PURE VALUE E (RPV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in RPV increasing?
Institutional interest in RPV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.